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Finance & Strategy Lead

SF Office💼 Full-time🗓 2026-09-17 → 2026-09-26

Core

Drive financial planning, forecasting, and strategic analysis for a generative AI healthcare startup, acting as a thought partner to cross-functional leadership.

Role type

Senior Finance & Strategy Lead (IC)

Builds

Financial plans, forecasts, and strategic insights for an AI-powered clinical documentation platform.

Domain

Healthcare technology / Generative AI

Deliverable

production ML models | dashboards & analysis | client delivery

Required skills

Financial planning & analysis, budgeting, variance analysis, financial close coordination, technical accounting, financial modeling, valuation, deal diligence, AI tooling implementation, complex data presentation

Preferred skills

FP&A experience in technology or healthcare, systems architect mindset

Technologies

Microsoft Excel, AI tooling

Responsibilities

Develop comprehensive financial plans and forecasts aligned with strategic objectives; implement scalable practices in financial close and accounting processes; collaborate with departments to distill complex financial data into real-time insights; lead end-to-end efforts to automate financial processes with AI; work on strategic areas including board & investor presentations and executive reporting.

Seniority

Mid-Senior, hands-on IC

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